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Creating Custom Report Layouts

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To begin creating custom report and transaction layouts, select the <b>Settings</b> module in the left-hand Navigation Bar.

Select <b>Reports</b> in the sub-menu.

You can set your reports or transactions to print in portrait and or columnar print.

You can select the bar code format.

Click&nbsp;<b>Custom Layouts </b>to continue<b>.</b>

Click the blue <b>+</b> to create a new custom layout. You can also modify existing custom layouts by selecting them from the list view above.<br>

Choose the parent report or transaction that you would like to customize.

Name your customized layout.

Some layouts have the option of&nbsp;<b>Advanced layout&nbsp;settings</b>. You must edit these before making all other alterations in the editor because changing them requires you to <b>Reset</b> the layout.&nbsp;

<b>ITEM DIRECTION </b>allows you to group items in a transaction in a horizontal or vertical list.<br><br><br>

Click the <b>Actions</b> menu in the bottom left-hand corner for general options in the editor.

Click <b>Preview </b>to view the customized layout.<br><br>You can also click <b>Preview </b>before modifying the layout to view the default format.<br>

This is how the items display when&nbsp;<b>ITEM DIRECTION</b> is set to <b>Horizontal</b>.

Whenever you change the Advanced settings, you must click <b>Reset</b> under the <b>Actions</b> menu.

This is how the items display for the same layout when the&nbsp;<b>ITEM DIRECTION</b>&nbsp;is set to&nbsp;<b>Vertical</b>.

Some layouts have the <b>MODE</b>&nbsp;option instead of Item Direction. This changes the data grouping.

<span>When <b>MODE</b> is set to <b>Detail</b>, a row will be loaded for each record in the data set as such. It would display like this.</span>

<span>In <b>Summary</b> mode, a row will be loaded for each summarized record in the data set</span>.<br><br>When&nbsp;<b>MODE</b>&nbsp;is set to&nbsp;<b>Summary</b>, the same layout as in the previous slide would display like this.

<b>DATA GROUPING&nbsp;</b>contains the fields that repeat for each item in your list for a given transaction.<br><br><br>

<span>Layout elements are any elements in the&nbsp;<b>layout body</b> window and are surrounded by a dotted grey border. <br><br><br>A selected element, one currently being edited, is surrounded by a solid blue border. <br><br><br><b>RepeatableElements</b>&nbsp;are surrounded by a dotted red border.</span><br>

<span>Click an element to select it. A blue border will appear and the element will become active. Use the <b>element settings</b> window on the right to edit an active element.</span>

<span>You may drag and drop elements anywhere within their enclosing container in the <b>layout body</b> window.</span>

<b>Repeatable Elements</b>, or <b>Repeaters,</b> <span>take a data source and an optional field to summarize by. These elements will repeat the contents inside of the specified region.</span><br><br>To specify the field in a repeater, click the <b>Data</b> tab.

The <b>SUMMARIZE BY</b> drop-down menu allows you to select the data member for the repeatable element.<br><br>The fields selected in <b>DATA GROUPING</b> must match the fields for your repeatable elements.<br>

Select a <b>PictureElement</b> to edit its border, layout, data populated or to remove it.

To change the style of a picture element, click <b>Style.<br></b><br>Select the first drop-down menu under <b>BORDER&nbsp;</b>to select the desired border for the picture.

Select the second drop-down menu under <b>BORDER</b>&nbsp;to choose to which sides the border is applied.

Select the color scheme to change the border's color.

Use the color scheme to select the desired color.

Use the width drop-down menu to choose the desired width of the border.

Click&nbsp;<b>Layout&nbsp;</b>to change the layout format of a picture element.

Use the <b>ALIGNMENT</b> drop-down menu to choose how to align the picture element.

Use the <b>LEFT, RIGHT, TOP, </b>and<b> BOTTOM</b> margin spacers to adjust the margins around the picture element.

Use these fields to adjust the scaled height and width of the picture element.

Click <b>Data</b>&nbsp;to select what the picture element contains.

Choose the data element.<br><br>You can add pictures that exist inside the system such as logos, styles, and materials.

Select a <b>TextElement</b> to edit its style, layout, and data.<br><br>You can determine whether a text element is renamed or contains a data field.

Click&nbsp;<b>Style&nbsp;</b>to edit the text element's font, background, and border.

Use the first drop-menu under <b>FONT</b> to select a font.

Use the second drop-down menu under <b>FONT</b> to change bold and italic settings.

Use the color scheme to change text color.

Use this field to change the size of the text.

Use the <b>BACKGROUND</b> color scheme to change the color of the text element's background.

Use the drop-down menu under <b>BORDER</b> to change its pattern.

Use the color scheme under <b>BORDER</b> to change its color.

Click <b>Layout</b> to edit the text element's format.

Use the <b>MARGIN</b> adjusters to edit the margins of the text element.

Use the <b>MAX HEIGHT </b>and<b> WIDTH</b> adjusters to set the maximum allowed height and width of the text element.

Click <b>Data</b> to select the content of the text element.

Select Data from the <b>TYPE</b> drop-down menu to populate a data item.<br>

Use the <b>FIELD </b>drop-down menu to select the data field for this text element.<br><br>You can select any available field that applies to this report including custom fields.

Select <b>Text</b> to write specific desired text.

Write your desired text.

Use the <b>FORMAT</b> drop-down menu to choose how to display numerical data items.

Select a <b>Row</b> to edit its style, layout, or to add one of the following elements:&nbsp;<br><b><br>columns, text, pictures, spacing, dividers, repeaters</b>

Click <b>Add</b> to add elements to a row.

In a row, you can add a <b>Column, Text, Picture, Spacing, Divider,</b> or <b>Repeater</b>.

Click an item to add it.

Select a<b> Column</b> to edit its style or layout or to add one of the following data items:<br><br><b>rows, containers, text, pictures, spacing, dividers, or repeaters.</b>

In a column, you can add a <b>Row, Container, Text, Picture, Spacing, Divider,</b> or <b>Repeater</b>.<br>

Click <b>Repeater</b> to insert a region that repeats a certain data item for each instance of a specified record.

Select the <b>DATA SOURCE</b> that you would like to reference (such as items in a transaction).<br><br>In the <b>SUMMARIZE BY</b> field, choose the specific field that you would like to repeat for each transaction item.

To delete an element, select it and click <b>Remove</b>.

For a <b>Container</b>, the <b>Style</b> settings are the same as those of a text element.<br><br><b>Layout</b> settings have a few differences.

Use the <b>ALIGNMENT</b> drop-down menu to change the position of the elements.

The <b>CHILDREN DISPLAY</b> menu can adjust the orientation of elements in the container.

The <b>DISPLAY</b> menu can be used to adjust the spacing of elements in the container.

To a container you can add a <b>Row, </b>nested<b> Container, Text, Picture, Spacing, Divider, </b>or<b> </b>a<b> Repeater</b>.

Click <b>Save</b>&nbsp;when you are satisfied with the changes you have made before exiting the editor.

Click <b>Actions</b> for more general options.

You can <b>Duplicate</b> your custom layout.

<span class="">Make sure your pop-up blocker is turned off before clicking <b>Preview</b>.</span>

Click&nbsp;<b>DEFAULT</b>&nbsp;to set any customized report or transaction as the default for the parent report.

You have the option to set the default order and invoice print layouts by customer.<br><br>Select a customer and click on the <b>Overview</b> tab.

Select the<b> ORDER PRINT</b> drop-down menu to choose the default order print for this customer.

Select the<b>&nbsp;INVOICE PRINT</b>&nbsp;drop-down menu to choose the default invoice print for this customer.

Congratulations! You have learned the steps to creating custom layouts in ApparelMagic.